Near Earth, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New Canaan, Connecticut
CRD number
126041
Registered since
August 6, 2003

Firm profile

FINTRX

Overview

Near Earth, LLC is organized as a limited liability company and is recorded as having registered with the SEC in 2003. FINTRX lists the firm as being owned by an individual and classifies it as "Unclassified" rather than under a specific advisory model. The profile indicates the firm does not identify as a capital allocator, an active ESG investor, a multistate adviser, a pension consultant, a related adviser, or a newly formed adviser. The source does not provide detail on client segments, fee schedules, advisory services, or investment mandates, so there is no public description of how the firm positions its investment strategy or client offering.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Philip Friedman

    Philip Friedman

    CEOCRD 1099330

Contacts

3 of 4
  • Hoyt Davidson

    Hoyt Davidson

    Managing PartnerCRD 1735315

  • Kathy Sipinick

    Kathy Sipinick

    FinOpCRD 3248100

  • Christina Bartnikowski

    Christina Bartnikowski

    Prime Brokerage SalesCRD 3268496

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New Canaan, CT

Fairfield

Location

New Canaan, CT

Headquartered in New Canaan, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
945 West Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth